What it’s for
A Custom Signal fires on a trigger you define. It gathers the data you choose and fires when your conditions are met.
Before you start
- You manage Custom Signals in Settings, on the Signals tab.
- Have the query ready that gathers the data. Only read-only queries are allowed.
- There is a limit on how many Custom Signals a company can have.
Steps
Find your Custom Signals
- To read them, choose Custom in the sidebar, under Signals.
- To manage them, go to Settings and open the Signals tab. The Custom Signals list shows each one with its created and updated dates and a Status toggle.
Create one
- In Settings, Signals, choose New Custom Signal.
- Under Basic information, enter a Trigger name, a Description and Tags.
- Under Target audience, choose Users, or choose Business unit & level. Signals are created for each business unit and level you pick.
- Under Data gathering, write the query that gathers the data.
- Under Evaluation conditions, choose Add condition to set when it fires.
- Under Signal template, write what the Signal says, starting with its headline.
- Turn it on, then choose Create custom signal.
Set auto-archive
- In Settings, Signals, set auto-archive for each kind of Signal: archive Signals older than the number of days you choose.
Check and fix
Check that the new Custom Signal shows in the list, with its Status toggle on.
| Problem | Fix |
|---|---|
| The search reads No triggers match your search. | Clear the search. |
| The query is rejected. | Only read-only queries are allowed. |